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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Which Salesforce Financial Services Cloud feature enables financial advisors to track and manage clientaccounts?

A) Opportunity management
B) Performance reporting
C) Financial accounts management
D) Client onboarding

2. Cumulus Bank's mortgage department is currently using spreadsheets to gather client data for mortgage applications. The bank is interested in improving the efficiency of this process.
Which two features shoulda consultant suggest to Cumulus Bank to implement?

A) Flow Builder to automate these business processes
B) A Mortgage Application' custom object to hold thecollected client data
C) Data Import Wizard to upload the data collected in spreadsheets
D) The standard mortgage flow templates to build a mortgage flow in Financial Services Cloud

3. Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box? (Choose Three)

A) Residential Loan Application
B) Account
C) Opportunity
D) Contact
E) Lead

4. Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems of record. Any changes made in Salesforce should be updated in the source system. What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?

A) Link individuals using related contacts to link duplicate client records
B) Implement deduplication rules in Salesforce and let the integration handle the updates to the source system.
C) Leverage Financial Services Cloud Relationship Groups to link duplicate client records and create a consolidated view.
D) Create a custom Person Account hierarchy to link duplicate client records.
E) Create custom components to provide a single view of the client.

5. A wealth management firm is looking to start tracking its clients' hobbies for marketing purposes in Salesforce. Which Financial Services Cloud feature is most suitable for this?

A) Interest Tags
B) Engagement Topics
C) Alerts
D) Topics

Solutions: